Advisor Pricing

Offer clients the “Peace of Mind Proposition” and become their most trusted advisor

Combined Estate Organizer & Executor Toolkit

Advisor License

$199/month or $2,000/year + tax

For unlimited estate files
Client pays no annual fees to QE. Cost to client determined by Advisor
Advisors may give clients access to input and update their own data
Read-only access to the Executor Toolkit until client dies or advisor activates it
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Estate Executor Toolkit Only

Advisor License

$499+ tax

One-time fee for client, or client executors, NOT using the Estate Organizer
Cost is chargeable back to the estate, tax deductible by the estate
Equivalent to less than 2 hours of legal fees
Optional advisor compensation
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